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Middleton & Co’s iShares 0-5 Year TIPS Bond ETF STIP Stock Holding History

Middleton & Co’s Portfolio STIP Stock Details STIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$424K Hold
4,101
– – 0.05% 119
2025
Q4 		$420K Sell
4,101
-2,740
-40% -$282K 0.04% 122
2025
Q3 		$707K Hold
6,841
– – 0.08% 104
2025
Q2 		$704K Hold
6,841
– – 0.08% 106
2025
Q1 		$708K Hold
6,841
– – 0.08% 102
2024
Q4 		$688K Hold
6,841
– – 0.08% 102
2024
Q3 		$693K Hold
6,841
– – 0.08% 104
2024
Q2 		$681K Sell
6,841
-22
-0.3% -$2.18K 0.08% 100
2024
Q1 		$682K Buy
+6,863
New +$678K 0.08% 104

Other funds holding STIP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AHSSHC
Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $2.86B AUM 12.86% 1-Year Est. Return
MMFA
Main Management Fund Advisors San Francisco, California $1.19B AUM 26.24% 1-Year Est. Return
CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Middleton & Co's STIP Position: Q1 2026 in Review

Middleton & Co held its iShares 0-5 Year TIPS Bond ETF (STIP) position steady in Q1 2026 at 4,101 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #119.

Middleton & Co first reported a position in STIP in Q1 2024 and has held it in 9 quarters since. The position peaked at $708K in Q1 2025. 758 funds tracked by Wall St. Rank hold STIP as of Q1 2026.

  • Middleton & Co held 4,101 shares of iShares 0-5 Year TIPS Bond ETF worth $424K as of Q1 2026.
  • Middleton & Co left its iShares 0-5 Year TIPS Bond ETF share count unchanged in Q1 2026.
  • iShares 0-5 Year TIPS Bond ETF made up 0.05% of Middleton & Co's portfolio in Q1 2026, its #119 holding.
  • Middleton & Co first reported a position in iShares 0-5 Year TIPS Bond ETF in Q1 2024 and has held it in 9 quarters since.
  • Middleton & Co's iShares 0-5 Year TIPS Bond ETF position peaked at $708K in Q1 2025.
  • 758 funds tracked by Wall St. Rank held iShares 0-5 Year TIPS Bond ETF as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.